Assistant Account Manager (P&C)

Edgewoodpartnersinsurancecenter; Duluth (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Generous Paid Time Off

401(k) matching

Tuition Reimbursement Program

Job summary

Edgewoodpartnersinsurancecenter is seeking an Assistant Account Manager in Duluth, Georgia. You will handle account operations and ensure client satisfaction by maintaining excellent communication and relationships. The role requires a multi-tasking ability and a positive attitude, along with the capability of working in a team environment.

Applicants should possess a high school diploma; a college degree is preferred. A P&C Insurance License is also preferred and must be obtained within 90 days if not currently licensed.

Qualifications

• P&C Insurance License or related work experience preferred.
• Working knowledge of computers and relevant software applications.
• If not currently licensed, it must be obtained within 90 days of hire.

Responsibilities

• Act as client advocate at all times.
• Respond promptly to client inquiries.
• Process Certificate Requests and follow up on Notices of Cancellation.

Skills

Excellent written, verbal, listening and organizational skills

Strong analytical and reasoning ability

Ability to multi-task

Attention to detail

Education

High School / GED Education required / College Graduate Preferred

Tools

MS Office

Outlook

Job description

Job Overview

As an Assistant Account Manager in Mid‑South Specialties, you will be responsible for any operational aspects of an account as well as day‑to‑day activities. This position requires a positive and coachable attitude, strong multi‑tasking and prioritizing skills.

Location

Duluth, Georgia (in‑office, Monday to Friday)

What You’ll Do

• Act as client advocate always.
• Maintain a positive relationship and excellent communication with client and co‑workers.
• Respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client.
• Certificate Requests
• Follow up on Notices of Cancellation
• Auto ID Card Issuance
• Policy Change Requests
• Check Mailbox Daily
• Online Rating for Small Business
• Follow up for Renewal Policy Issuance
• Renewal Proposals
• Binders
• Invoicing
• Process Audits
• Post Documents to EPIC Portal
• Update Sagitta
• Obtain Loss Runs
• Policy Checklists
• Run M&S Reports
• Obtain Premium Finance Quotes
• Run MVRs
• Paperless Filing
• Obtain Loss Runs
• Create Loss Summary Tracking
• Prepare Acord Applications
• Become a student of the business. Seek insurance knowledge through training and education.

What You’ll Bring

• High School / GED Education required / College Graduate Preferred
• P&C Insurance License or related work experience preferred.
• If not currently licensed, it must be obtained within 90 days of hire.
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.

Skills and Abilities

• Possess excellent written, verbal, listening and organizational skills.
• Strong Language, Mathematical, Analytical and Reasoning ability.
• Must be able to work within a team environment.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi‑task and prioritize multiple projects.
• Must possess attention to detail while meeting deadlines.
• Must be punctual and reliable.
• Attend internal and external training classes and seminars.
• Must be able to keep information confidential.

Compensation

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Benefits

• Generous Paid Time Off
• Managed PTO for salaried/exempt employees; 22 PTO days for hourly employees; 12 company‑observed paid holidays; 4 early‑close days
• Paid parental leave, pregnancy disability, bonding leave, organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional awards and trips
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• 401(k) matching, medical insurance, dental insurance, vision insurance, wellness & employee assistance programs

EEO & Diversity

• EPIC embraces diversity in all its various forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected, and heard.
• California Applicants – View your privacy rights at https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
• Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.